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HBLRX vs WWICX
HBLRX vs WWICX Comparison
Open Charts HBLRX vs WWICX
Hartford Balanced Income R3
Price$14.93
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
Westwood Income Opportunity C
Price$13.21
Change+$0.56 (+4.43%)
VolumeN/A
Net Assets594.08M
HBLRX vs WWICX Comparison Chart in %
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HBLRX vs. WWICX commentary
Feb 05, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HBLRX is a StrongBuy and WWICX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. WWICX (594M). HBLRX pays higher dividends than WWICX: HBLRX (2.82) vs WWICX (2.48). HBLRX was incepted earlier than WWICX: HBLRX (16 years) vs WWICX (6 years). WWICX (1.76) is less costly to investors than HBLRX (1.28). HBLRX is a more actively managed with annual turnover of: 90.00 vs. WWICX (67.00). HBLRX has a lower initial minimum investment than WWICX: HBLRX (0) vs WWICX (1000). WWICX annual gain was more profitable for investors over the last year : 11.48 vs. HBLRX (5.70). WWICX return over 5 years is better than : 12.11 vs. HBLRX (8.92).
| HBLRX | WWICX | HBLRX / WWICX | |
| Total Expense Ratio | 1.28 | 1.76 | 73% |
| Annual Report Gross Expense Ratio | 1.28 | 1.76 | 73% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 1.981 | 2.751 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 594M | 1,953% |
| Annual Yield % from dividends | 2.82 | 2.48 | 114% |
| Returns for 1 year | 5.70 | 11.48 | 50% |
| Returns for 3 years | 14.29 | 27.61 | 52% |
| Returns for 5 years | 8.92 | 12.11 | 74% |
| Returns for 10 years | 47.10 | N/A | - |
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